Building wealth is hard work. Keeping it is even harder. 

We build financial plans to optimize outcomes and simplify your financial life.



Financial Advisors Serving OR & CA Individuals, Families & Businesses

Take the first step toward a brighter financial future.

At Maxwell Financial Group, we guide you through the complexities of financial planning. Whether your goal is enjoying retirement, selling your business, or leaving a legacy, our time-tested strategies and personalized approach help ensure a clear and successful financial journey.

As an independent firm, we focus on client outcomes. Choosing the right financial advisor and wealth management firm is crucial for your confidence and financial success.


We work for you, not a big company.

what sets us apart

Personalized strategies

Established expertise

Product-agnostic

We don’t believe in one-size-fits-all.

Nearly 20 years of experience in financial markets and strategies.

Access to a wide range of products and investments to help meet your goals.

what sets us apart

Comprehensive services

Client-centric approach

Transparent communication

Covering all aspects of your financial picture from how to start saving to achieving a successful retirement and beyond.

We put your needs first. Legally and ethically, it's the right thing to do.

You’ll always understand where your money is and how it’s working for you.

Ready to transform your financial future?

Join the many individuals, families, and businesses who believe in Maxwell Financial Group to guide them to a brighter financial future.

Achieving financial success is challenging. You need a partner who understands your situation, informs you, and builds a tailored plan to guide you to your success.


Discover your path to financial success.

Financial Planning

Gain a complete picture of your financial life with strategies for income, assets, investments, debts, and risk management, helping you achieve your specific goals.

Retirement Planning 

Set your future with a detailed plan to preserve your lifestyle, including cash flow management, Social Security optimization, pensions, 401(k)s, and risk mitigation.

Business Planning 

Ensure the growth and sustainability of your business with strategic financial planning, including benefit plans, valuation assistance, and succession planning.

Let’s create your path to financial success, together.

Maxwell Financial Group treats every client as a long-term partner, leading with expertise and being accessible to all. Our core values guide everything we do:

Industry leadership: We will always strive to lead the industry with our expertise and comprehensive resources.



Building meaningful relationships: We will always treat every client as a long-term partner in their financial journey. 

Inclusivity: We will always be an accessible and welcoming resource for all, regardless of net worth and financial means

Understand RMD Options

Gain a clear understanding of Required Minimum Distribution (RMD) options with our informative guide, designed to help you make well-informed decisions for effective retirement planning.

Understanding Sequence

Explore our guide on sequence of returns risk to better navigate common retirement pitfalls and enhance your strategies for a more secure financial future.

Maximize Your Retirement

Unlock the potential of your old 401(k) with our guide on 'Maximize Your Retirement: 5 Smart Money Moves,' designed to help you optimize your retirement savings effectively.

Not quite ready to meet with us? No problem.

We’ve got you covered with a wealth of resources. Discover the key strategies and insights you need to create a stable financial and retirement future with our downloadable resources, or attend an upcoming informational event.

Ready to address your financial concerns?

Financial success is closer than you think it is. Schedule an introductory call to take the first step where we’ll get to know each other, answer your questions, and see if we’re a good fit.


After that, if you’d like to continue the conversation, we can start working on a detailed financial plan to help address your major goals and concerns.

(971) 264-3066

Phone

Serving Oregon, California, and the rest of the Pacific Northwest

Location

Contact Us

Share by: